#117 - ImExHs, RPMGlobal, & Non-Consensus Generalist Investing
Baby Giants Investing

#117 - ImExHs, RPMGlobal, & Non-Consensus Generalist Investing

2024-03-21
Andrew and Matt chat ImExHs, companies accommodating to market demands, RPMGlobal, DCFs, the importance of being non-consensus and right and being generalist investors.  Follow us on Twitter: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----1:08 - Good News7:32 - Macro - inflation & deficits10:18 - ImExHS (ASX: IME)16:36 - Companies accommodating to analysts and the market19:14 - RPMGlobal Holdings (ASX: RUL)30:57 - DCFs35:00 - Management, business ...
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